Bernardo Wealth Planning’s Automatic Data Processing ADP Stock Holding History

Bernardo Wealth Planning’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$506K	Buy	1,962 +983	+100%	+$261K	0.04%	122
2026 Q2	$219K	Buy	+979	New	+$209K	0.04%	131
2026 Q1	–	Sell	-1,162	Closed	-$299K	–	130
2025 Q4	$299K	Sell	1,162 -26	-2%	-$6.92K	0.06%	102
2025 Q3	$349K	Hold	1,188	–	–	0.07%	89
2025 Q2	$366K	Buy	1,188 +31	+3%	+$9.5K	0.08%	80
2025 Q1	$353K	Buy	1,157 +10	+0.9%	+$3.02K	0.08%	79
2024 Q4	$329K	Sell	1,147 -142	-11%	-$42K	0.08%	84
2024 Q3	$376K	Hold	1,289	–	–	0.09%	77
2024 Q2	$308K	Hold	1,289	–	–	0.08%	78
2024 Q1	$322K	Hold	1,289	–	–	0.09%	77
2023 Q4	$300K	Sell	1,289 -92	-7%	-$21.4K	0.09%	71
2023 Q3	$332K	Sell	1,381 -24	-2%	-$5.85K	0.13%	63
2023 Q2	$309K	Sell	1,405 -31	-2%	-$6.68K	0.12%	65
2023 Q1	$320K	Buy	1,436 +45	+3%	+$10.2K	0.14%	65
2022 Q4	$332K	Sell	1,391 -36	-3%	-$8.84K	0.16%	64
2022 Q3	$332K	Hold	1,427	–	–	0.19%	60
2022 Q2	$299K	Hold	1,427	–	–	0.17%	62
2022 Q1	$324K	Buy	1,427 +92	+7%	+$19.7K	0.16%	64
2021 Q4	$329K	Sell	1,335 -138	-9%	-$31.2K	0.16%	60
2021 Q3	$294K	Hold	1,473	–	–	0.17%	62
2021 Q2	$292K	Hold	1,473	–	–	0.18%	61
2021 Q1	$277K	Sell	1,473 -1,693	-53%	-$294K	0.18%	60
2020 Q4	$557K	Hold	3,166	–	–	0.21%	89
2020 Q3	$441K	Sell	3,166 -36	-1%	-$5.04K	0.2%	89
2020 Q2	$476K	Sell	3,202 -20	-0.6%	-$2.86K	0.26%	75
2020 Q1	$440K	Sell	3,222 -84	-3%	-$13.5K	0.31%	80
2019 Q4	$563K	Buy	3,306 +578	+21%	+$95.7K	0.34%	67
2019 Q3	$440K	Hold	2,728	–	–	0.32%	81
2019 Q2	$451K	Sell	2,728 -59	-2%	-$9.6K	0.35%	75
2019 Q1	$445K	Sell	2,787 -5	-0.2%	-$726	0.35%	77
2018 Q4	$366K	Buy	+2,792	New	+$394K	0.32%	83

Other funds holding ADP

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bernardo Wealth Planning's ADP Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Automatic Data Processing (ADP) stake by 100% in Q3 2026, buying an estimated $261K and bringing the position to 1,962 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #122.

Bernardo Wealth Planning first reported a position in ADP in Q4 2018 and has held it in 31 quarters since. The position peaked at $563K in Q4 2019. 698 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Bernardo Wealth Planning held 1,962 shares of Automatic Data Processing worth $506K as of Q3 2026.
Bernardo Wealth Planning bought 983 Automatic Data Processing shares in Q3 2026, an estimated $261K.
Automatic Data Processing made up 0.04% of Bernardo Wealth Planning's portfolio in Q3 2026, its #122 holding.
Bernardo Wealth Planning first reported a position in Automatic Data Processing in Q4 2018 and has held it in 31 quarters since.
Bernardo Wealth Planning's Automatic Data Processing position peaked at $563K in Q4 2019.
698 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.